Tim is a native to the Lima, OH area where he attended Bath High School. After high school, he attended Colby College in Maine; there he played football and graduated with a degree in History. Throughout his college career, Tim took interest in finance and the stock market and completed numerous internships within the financial industry.
Tim has been a financial advisor for almost 14 years. He worked for a large national broker dealer for 8 years before he left to pursue his dream of owning his own business in 2012, which Tim still owns today.
He is active within his local community having coached varsity football for eight years. Tim has been involved with the Lima Young Professionals since their founding in 2004 and received the “Legacy Award” in 2014.
Offering Strategies for:
- Balance Financial Planning
- Retirement Planning
- 401(k) and IRA Rollovers
- Tax Exempt and Tax Deferred Strategies
- Mutual Funds
- College Planning
- Estate Planning
An account with First National Financial Services:
- is not a deposit
- is not FDIC insured
- is not insured by any Federal Government Agency
- is not guaranteed by the bank
- may go down in value
First National Financial Services is a trade name of the bank. LPL and the bank are not affiliated.
Investment and insurance products and services offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. First National Bank of Pandora is not a registered broker/dealer and is not affiliated with LPL Fiancial.